Enter these transactions before or during reconciliation

How you know when to reconcile

Look for a Reconcile [number] items button on the Bank Accounts screen or the Dashboard in Xero. You'll see this reconciliation button whenever transactions are imported from your bank account into Xero ready for you to reconcile.

How Xero helps you reconcile

If Xero can't make a match, but can match a condition of a bank rule you've set up, Xero suggests creating a transaction. The suggested transaction contains all the details of the bank rule.

Xero makes a suggestion

If there is no match or bank rule to apply, and you have turned on Suggest previous entries, Xero suggests creating a transaction. The suggestion is based on a previously reconciled transaction with similar details. Xero suggests the Who, What, and Why, so the transaction is ready to reconcile.

To turn the auto-suggestion option on or off, simply select or deselect the Suggest previous entries checkbox at the end of the bank reconciliation screen.

You'll need to review each match or suggestion to make sure it's correct. If Xero doesn't make a match or a suggestion, or has made an incorrect match or suggestion, you can search for or create a transaction.